VPU icon

Vanguard Utilities ETF
VPU

Overview Fund Activity

333 hedge funds and large institutions have $1.05B invested in Vanguard Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+17
Holders Change %
+5.38%
% of All Funds
6.74%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
100
Reduced
106
Closed
21
Calls
$4.64M
Puts
$4.79M
Net Calls
-$148K
Net Calls Change
+$1.65M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$72.3M
2
Goldman Sachs
Goldman Sachs
New York
$15.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$29.7M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$91.4M
5
MSU
Mizuho Securities USA
New York
$4.72M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$151K
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$36M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.03M
5
FIM
Freedom Investment Management
Connecticut
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Whittier Trust
California
$141K – – –
Lazard Asset Management
252
Lazard Asset Management
New York
$141K – – –
EIP
253
Ellis Investment Partners
Pennsylvania
$137K +$904 +7 +0.7%
CB
254
Community Bank
New York
$134K -$12.9K -100 -9%
FPB
255
First PREMIER Bank
South Dakota
$133K – – –
CIA
256
Choate Investment Advisors
Massachusetts
$133K +$133K +1,033 New
TIM
257
Tortoise Investment Management
New York
$129K – – –
NSB
258
Norway Savings Bank
Maine
$127K – – –
CCM
259
Covington Capital Management
California
$124K – – –
AWM
260
Atticus Wealth Management
Florida
$120K – – –
PCFFS
261
Pacific Center for Financial Services
California
$119K – – –
GC
262
Grace Capital
Massachusetts
$116K – – –
CAL
263
Capital Advisors Ltd
Ohio
$112K – – –
FHA
264
Flagship Harbor Advisors
Massachusetts
$111K -$17.2K -134 -13%
CG
265
Cutler Group
California
$103K +$90.1K +700 +700%
AWA
266
Arkadios Wealth Advisors
Georgia
$99.4K +$33.3K +240 +50%
FP
267
Financial Perspectives
Minnesota
$98.9K – – –
S
268
SignatureFD
Georgia
$95K +$26.5K +205 +39%
Kayne Anderson Rudnick Investment Management
269
Kayne Anderson Rudnick Investment Management
California
$92K +$92K +710 New
IA
270
IFP Advisors
Florida
$88K -$34.6K -269 -28%
BWA
271
BDO Wealth Advisors
Florida
$84K -$16.2K -125 -16%
EW
272
Evoke Wealth
California
$77K – – –
BAM
273
Bellevue Asset Management
Washington
$77K – – –
BW
274
Bison Wealth
Georgia
$77K +$130 +1 +0.2%
SFG
275
Sowa Financial Group
Rhode Island
$74K – – –
9 10
11
12 13